Gary Black: Meta's consumer AI strategy compared to Apple's 2007 iPhone launch

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Mikhail Vnuchkov

25.09.2026

Gary Black: Meta's consumer AI strategy compared to Apple's 2007 iPhone launch — Meta AI strategy compared to Apple iPhone

Gary Black, managing partner and investor at The Future Fund, highlights Meta's growing focus on consumer AI. Black notes that the company's Muse assistant is strengthening Meta's push into personal AI, drawing parallels to Apple’s introduction of the iPhone in 2007. Meta’s platforms, with a user base of 3.6 billion across Facebook, Instagram, and WhatsApp, are central to this strategy.

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Black previously commented on the challenges facing other major tech names. He noted that Tesla’s Cybercab launch failed to meet expectations following a brief event. Black has also observed that AVGO holds the lowest and TSLA the highest 2026 PEG ratios among Mag 8 stocks.

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